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MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameMICHAEL S. HAWES & ASSOCIATES 401(K) PLAN
Plan identification number 004

MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MICHAEL S. HAWES & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL S. HAWES & ASSOCIATES
Employer identification number (EIN):680154875
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01TIM WILLSON2024-10-11
0042022-01-01TIM WILLSON2023-09-19
0042021-01-01
0042021-01-01TIM WILLSON
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01TIM WILLSON
0042016-01-01TIM WILLSON
0042015-01-01TIM WILLSON
0042014-01-01TIM WILLSON
0042013-01-01TIM WILLSON
0042012-01-01TIM WILLSON
0042011-01-01RITA MASON
0042010-01-01RITA MASON
0042009-01-01RITA MASON

Financial Data on MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN

Measure Date Value
2025 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3064031
Net assets as of the end of the plan year2025-07-30313959
Total assets as of the beginning of the plan year2025-07-30309003
Participant contributions to plan in this plan year2025-07-3034679
Other expenses paid from plan in this plan year2025-07-3036
Other income to plan in this plan year2025-07-306203
Plan net income in this plan year2025-07-304956
Net assets as of the end of the plan year2025-07-30313959
Net assets as of the beginning of the plan year2025-07-30309003
Employer contributions to plan in this plan year2025-07-3028105
2024 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1126481
Net assets as of the end of the plan year2024-10-11309003
Total assets as of the beginning of the plan year2024-10-11298332
Participant contributions to plan in this plan year2024-10-1128503
Other expenses paid from plan in this plan year2024-10-11658
Other income to plan in this plan year2024-10-118649
Plan net income in this plan year2024-10-1110671
Net assets as of the end of the plan year2024-10-11309003
Net assets as of the beginning of the plan year2024-10-11298332
2021 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$25,840
Expenses. Total of all expenses incurred2021-12-31$30
Total plan assets at end of year2021-12-31$236,810
Total plan assets at beginning of year2021-12-31$211,000
Total contributions received or receivable from participants2021-12-31$21,292
Expenses. Other expenses not covered elsewhere2021-12-31$30
Other income received2021-12-31$4,548
Net income (gross income less expenses)2021-12-31$25,810
Net plan assets at end of year (total assets less liabilities)2021-12-31$236,810
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$211,000
2020 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$19,740
Expenses. Total of all expenses incurred2020-12-31$20,036
Benefits paid (including direct rollovers)2020-12-31$20,000
Total plan assets at end of year2020-12-31$211,000
Total plan assets at beginning of year2020-12-31$211,296
Total contributions received or receivable from participants2020-12-31$18,047
Expenses. Other expenses not covered elsewhere2020-12-31$36
Other income received2020-12-31$1,693
Net income (gross income less expenses)2020-12-31$-296
Net plan assets at end of year (total assets less liabilities)2020-12-31$211,000
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$211,296
2019 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$40,098
Expenses. Total of all expenses incurred2019-12-31$36,620
Benefits paid (including direct rollovers)2019-12-31$36,573
Total plan assets at end of year2019-12-31$211,296
Total plan assets at beginning of year2019-12-31$207,818
Total contributions received or receivable from participants2019-12-31$32,995
Expenses. Other expenses not covered elsewhere2019-12-31$47
Other income received2019-12-31$7,103
Net income (gross income less expenses)2019-12-31$3,478
Net plan assets at end of year (total assets less liabilities)2019-12-31$211,296
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$207,818
2018 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$43,860
Expenses. Total of all expenses incurred2018-12-31$430
Total plan assets at end of year2018-12-31$207,818
Total plan assets at beginning of year2018-12-31$164,388
Total contributions received or receivable from participants2018-12-31$29,951
Expenses. Other expenses not covered elsewhere2018-12-31$430
Other income received2018-12-31$143
Net income (gross income less expenses)2018-12-31$43,430
Net plan assets at end of year (total assets less liabilities)2018-12-31$207,818
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$164,388
Total contributions received or receivable from employer(s)2018-12-31$13,766
2017 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$25,794
Total plan assets at end of year2017-12-31$164,388
Total plan assets at beginning of year2017-12-31$138,594
Total contributions received or receivable from participants2017-12-31$16,320
Net income (gross income less expenses)2017-12-31$25,794
Net plan assets at end of year (total assets less liabilities)2017-12-31$164,388
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$138,594
Total contributions received or receivable from employer(s)2017-12-31$9,474
2016 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$36,424
Total plan assets at end of year2016-12-31$138,594
Total plan assets at beginning of year2016-12-31$102,170
Total contributions received or receivable from participants2016-12-31$32,355
Net income (gross income less expenses)2016-12-31$36,424
Net plan assets at end of year (total assets less liabilities)2016-12-31$138,594
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$102,170
Total contributions received or receivable from employer(s)2016-12-31$4,069
2015 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$18,706
Expenses. Total of all expenses incurred2015-12-31$199,691
Benefits paid (including direct rollovers)2015-12-31$199,491
Total plan assets at end of year2015-12-31$102,170
Total plan assets at beginning of year2015-12-31$283,155
Total contributions received or receivable from participants2015-12-31$24,157
Expenses. Other expenses not covered elsewhere2015-12-31$200
Other income received2015-12-31$-6,651
Net income (gross income less expenses)2015-12-31$-180,985
Net plan assets at end of year (total assets less liabilities)2015-12-31$102,170
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$283,155
Total contributions received or receivable from employer(s)2015-12-31$1,200
2014 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$57,065
Expenses. Total of all expenses incurred2014-12-31$300
Total plan assets at end of year2014-12-31$283,155
Total plan assets at beginning of year2014-12-31$226,390
Total contributions received or receivable from participants2014-12-31$46,000
Expenses. Other expenses not covered elsewhere2014-12-31$300
Other income received2014-12-31$7,683
Net income (gross income less expenses)2014-12-31$56,765
Net plan assets at end of year (total assets less liabilities)2014-12-31$283,155
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$226,390
Total contributions received or receivable from employer(s)2014-12-31$3,382
2013 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$-4,629
Expenses. Total of all expenses incurred2013-12-31$9,539
Benefits paid (including direct rollovers)2013-12-31$9,519
Total plan assets at end of year2013-12-31$226,390
Total plan assets at beginning of year2013-12-31$240,558
Total contributions received or receivable from participants2013-12-31$46,600
Expenses. Other expenses not covered elsewhere2013-12-31$20
Other income received2013-12-31$-55,610
Net income (gross income less expenses)2013-12-31$-14,168
Net plan assets at end of year (total assets less liabilities)2013-12-31$226,390
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$240,558
Total contributions received or receivable from employer(s)2013-12-31$4,381
2012 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$55,863
Expenses. Total of all expenses incurred2012-12-31$98
Total plan assets at end of year2012-12-31$240,558
Total plan assets at beginning of year2012-12-31$184,793
Total contributions received or receivable from participants2012-12-31$46,200
Expenses. Other expenses not covered elsewhere2012-12-31$98
Other income received2012-12-31$6,250
Net income (gross income less expenses)2012-12-31$55,765
Net plan assets at end of year (total assets less liabilities)2012-12-31$240,558
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$184,793
Assets. Value of real-estate (other than employer real property)2012-12-31$80,000
Total contributions received or receivable from employer(s)2012-12-31$3,413
2011 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,606
Total plan assets at end of year2011-12-31$184,793
Total plan assets at beginning of year2011-12-31$150,187
Total contributions received or receivable from participants2011-12-31$39,700
Other income received2011-12-31$-8,288
Net income (gross income less expenses)2011-12-31$34,606
Net plan assets at end of year (total assets less liabilities)2011-12-31$184,793
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$150,187
Total contributions received or receivable from employer(s)2011-12-31$3,194
2010 : MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-50,000
Total income from all sources2010-12-31$48,904
Total plan assets at end of year2010-12-31$150,187
Total plan assets at beginning of year2010-12-31$151,283
Total contributions received or receivable from participants2010-12-31$39,700
Other income received2010-12-31$6,010
Net income (gross income less expenses)2010-12-31$48,904
Net plan assets at end of year (total assets less liabilities)2010-12-31$150,187
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$151,283
Total contributions received or receivable from employer(s)2010-12-31$3,194

Form 5500 Responses for MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN

2021: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL S. HAWES & ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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